Filed January 11, 2022
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,350 | $59,467+18.3% | $93,727-24.9% | $74,478-5.5% |
| Participation rate | 87.3% | 59.6%+27.7pp | 68.7%+18.6pp | 67.2%+20.1pp |
| Annual return | -5.97% | 82.14%-88.1pp | 133.83%-139.8pp | 1370.56%-1376.5pp |
| Employer contribution / active EE | $4,157 | $1,267+228.2% | $2,421+71.7% | $2,626+58.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |